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Andrew David Rogers

LEGACY FINANCIAL STRATEGIES, LLC·OVERLAND PARK, Kansas
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5400 COLLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 6329698Firm CRD# 283553
01

About

Andrew David Rogers is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with LEGACY FINANCIAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC
AUM
$646M
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6329698
Firm CRD# 283553
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew David Rogers offer?
Andrew David Rogers specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Andrew David Rogers's credentials?
Andrew David Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew David Rogers located?
Andrew David Rogers is based in OVERLAND PARK, Kansas, working with LEGACY FINANCIAL STRATEGIES, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Andrew David Rogers charge for services?
Andrew David Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FINANCIAL STRATEGIES, LLC?
LEGACY FINANCIAL STRATEGIES, LLC has approximately 14 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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